KIE vs. JPSV ETF Comparison

Comparison of SPDR S&P Insurance ETF (KIE) to JPMorgan Active Small Cap Value ETF (JPSV)
KIE

SPDR S&P Insurance ETF

KIE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$56.77

Average Daily Volume

1,058,337

Number of Holdings *

50

* may have additional holdings in another (foreign) market
JPSV

JPMorgan Active Small Cap Value ETF

JPSV Description Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Value Index stocks at the time of purchase.

Grade (RS Rating)

Last Trade

$58.87

Average Daily Volume

1,610

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period KIE JPSV
30 Days 0.81% -1.49%
60 Days 7.29% 2.08%
90 Days 14.38% 7.77%
12 Months 38.46% 22.77%
1 Overlapping Holdings
Symbol Grade Weight in KIE Weight in JPSV Overlap
SIGI D 1.99% 1.69% 1.69%
KIE Overweight 49 Positions Relative to JPSV
Symbol Grade Weight
UNM A 2.1%
MET A 2.1%
LNC D 2.08%
CNO C 2.06%
RNR A 2.05%
BHF F 2.05%
PFG C 2.05%
PRI A 2.02%
PRU C 2.02%
AIZ A 2.01%
ERIE A 2.01%
RYAN A 2.01%
AFL A 2.0%
EG B 1.99%
GNW C 1.99%
AXS A 1.99%
FNF A 1.99%
RGA C 1.98%
HIG A 1.98%
GL C 1.98%
KMPR D 1.98%
RLI A 1.98%
WTW B 1.97%
THG C 1.97%
ALL B 1.96%
L D 1.96%
ORI B 1.96%
ESGR D 1.95%
CINF A 1.95%
AFG C 1.95%
BRO A 1.95%
MKL C 1.95%
CB A 1.94%
ACGL A 1.94%
GSHD B 1.94%
AIG F 1.94%
KNSL D 1.94%
PGR C 1.93%
AON A 1.93%
FAF B 1.93%
AGO B 1.92%
OSCR C 1.91%
WTM D 1.91%
TRV C 1.91%
MMC D 1.89%
WRB B 1.89%
AJG D 1.84%
PLMR C 1.65%
STC C 1.48%
KIE Underweight 8 Positions Relative to JPSV
Symbol Grade Weight
EHC B -1.82%
IBCP D -1.69%
SSB C -1.47%
RDN D -1.35%
FUL F -1.31%
SAFT D -1.27%
CHRD F -1.27%
ONB D -1.26%
Compare ETFs